Phase II

Phase II continues with the conversion of X-Dates leads generated in Phase I, into either questionnaires or questionnaires and appointments. Mail Merge The first step in the Phase II process is a mail merge to X-Date leads that have insurance policies expiring in the next 60 to 90 days or 90 to 120 days depending on the sizes of the businesses. Personalized letters are printed on your stationary and hand signed in blue ink. Using your window envelopes the letters are sealed and stamped by hand.

The Questionnaire Questionnaires provide you with detailed information that will prepare you to meet with the potential client. Our questionnaires for a business include:

Contact Person and Title

Years in Business

Type, Age, and Size of the Building

Number of Employees (part-time and full-time)

Average Sales and Average Payroll

Current Insurance Carriers and Expiration Dates

Setting Appointments Once a questionnaire is completed, our marketing staff will attempt to schedule an appointment on your behalf. The questionnaire is then promptly faxed to your office. At this time the questionnaire should be followed up by your agency. Note: Our coaching program known as T.O.P.P. covers the follow-up process.